Investor

Tasks and responsibilities

• Conduct portfolio reviews with clients to identify strategic and tactical opportunities across all asset classes and recommend appropriate investment products based on the client's risk profile.
• Develop, close sales, and monitor complex investment products
• Proactively participate in the investment team
• Establish a close working relationship with internal clients (bankers).
• Manage and oversee the distribution of products to internal clients through investment meetings and presentations.
• Work closely with Strategy, Products, Treasury, and the Trading Desk to develop solutions for clients.
• Compliance with laws, rules, regulations, the bank's code of conduct, and its AML policies and procedures.

Requirements

• Bachelor's degree in finance, economics, or a related field
• MBA or CFA/CFA preferred
• A minimum of 5 years of work experience in private banking or other related financial markets.
• Internal candidates: consistently strong performance in their current role (Upper L or Expected Performance + at least 2 raises in the past 3 cycles)
• Experience and knowledge of markets and investment products in equities, fixed income, foreign exchange, derivatives, and alternative investments
• Sales experience, including negotiation, a team-based sales approach, closing the sale, and overcoming objections
• Ability to work in a team-based environment

Desirable Knowledge and Experience

• Using Copilot tools to improve productivity and decision-making.
• Applying AI solutions to portfolio analysis and investment research.
• Building client dashboards that support investment recommendations and portfolio monitoring.
• Creating assistants and agents that automate tasks, streamline processes, and improve workflow efficiency.
• Rethinking and redesigning workflows through AI-enabled solutions to support scalable and sustainable growth.